Professional legacy management - to give you peace of mind

  • We concentrate on all aspects of charity legacy administration.
  • We also offer legacy marketing advice.
  • We also offer legacy systems advice.
  • All Legacy Link consultants are very experienced
  • All are individually covered by professional indemnity insurance
  • In 2009, Legacy Link consultants added value worth over £1.25m in additional legacy income and saved costs for client charities
Let us handle all your legacy administration...

Legacy Link helps charities by:
  • Providing locum and outsourced legacy administration
  • Creating complete legacy administration and filing systems
  • Providing legacy marketing strategic advice
  • Offering bespoke training in legacy marketing and administration
  • Commissioning and implementing computerised legacy administration systems
  • Reversionary interest reviews and estate accounts checks
  • Undertaking ad hoc or complex case advice
  • Providing legacy caseload “health checks”
  • Handling the complete legacy administration caseload for a number of charities on a permanent basis.
... with experienced consultants

  • who have combined experience of over 80 years in Charity Legacy Administration and 25 years in Legacy Marketing.
  • Since setting up Legacy Link eleven years ago, we have worked with a wide range of charities, from those with under 20 bequests a year to some with over 3,000, and annual legacy incomes of between a few thousand pounds to over £40 million.
... and known costs

  • Our charges are £51.00 per hour for work of an occasional nature, but capped at £336.00 per day for a 7-hour day, (with additional hours in the same day charged at the lower rate of £48.00) plus VAT and travelling expenses. Rates may vary for specialised work. These charges have been held since May 2008 because of the effect of the recession on charities.

We are pleased to be associated with the following organisations:


The Institute of Legacy Management promotes professional standards in legacy administration and provides training, guidance and support services to members, representing over 270 UK charities. Legacy Link is an ILM Corporate Partner.

Clear (also known as Clearwater Consultancy Ltd) supplies the legacy management software package FirstClass, used by many household-name charities throughout the UK. All Legacy Link consultants are trained in its use.

Wilsons Solicitors LLP Wilsons is one of the well-respected charity legal firms that our consultants regularly instruct on behalf of client charities